This page pulls together the most recent / popular ‘how do I?’ queries received by the Reapit Support teams, along with advice on how to solve or fix each query
The latest queries are listed below - click the title to view the query & its related answer
If you’re new to using AgencyCloud, or just want the basics, you might find this page useful:
Getting started / quick guide - for sales, lettings & property management
General/sales/lettings
If a landlord is currently a joint landlord on a property but now needs to be the sole landlord on a new property, how do I set this up?When someone is a joint landlord but now has a property where they are the main/sole landlord, a new landlord record needs to be created with them as the main landlord - to avoid duplicate records being created - follow the process outlined in this guide to add the new landlord record |
I’m missing important items in Activity Feed streams because there are too many other items showing that I’m not as interested in - is there a way I can remove some entries?A filter option is available on Activity Feed streams that allow you to hide particular entries by type - click here for more information |
A match on a 2-bedroom semi-detached house is giving me applicants are looking for 2-bedroom flats - what do I need to change to make matching work better?Success with matching is dependent on how you set your property attributes and your applicant requirements - there are a few basic rules to follow to guarantee success - click here for more information |
How do I change a lettings property to a sales property? (& vice versa)A property record can be dual marketed on AgencyCloud (i.e. a sales property record can also be a lettings property record, and vice versa) - this option can also be used to convert a sales/lettings property to a lettings/sales property - click here for more information |
How do I add a joint landlord?From the property record, click the landlord name to access the landlord record - then, in the Joint Landlords panel, click Add - click here for more information |
How do I send an email in bulk to all my landlords or tenants?The Advanced Search function can be used to send emails in bulk to all landlords or tenants - click here for more information |
Where do I add the council tax band? (UK specific)The council tax band is added on the property marketing screen (where configured) - click here for more information |
Power Reports
This section pulls together some recently requested Power Reports as saved (.rrd) files
To download any of the reports below:
click the required .rrd file
Click Download and choose a place to store it on your PC/laptop
See the Power Reports library for instructions on how to import the file into AgencyCloud
The Power Reports library contains 70+ commonly used Power Reports saved as .rrd files which you can download and import into AgencyCloud - making building Power Reports quicker & easier
Lettings properties with expired or expiring certificatesExpired or expiring certificates can be discovered via the Property Management panel or by running a Power Report - click here for information on how to do this | ||
Lettings properties with specific certificate typeThis report returns lettings properties that have details of a specific certificate type uploaded to AgencyCloud - use Type field to select the type of certificate you wish to report on e.g. select EICR type to return properties that have details of an electrical installation condition report uploaded | ||
Anniversary reportLive & archived properties (for the current office) with an exchanged date in a given range e.g. to generate a list of people who exchanged in January one year ago, enter dates as from 01/01/yy to 31/01/yy | ||
Managed tenancy reportThis report returns tenancies where the tenancy Role is set to Managed tenancy | ||
Properties with EPC (UK specific)This report returns current sales/lettings properties with an uploaded EPC graph To get a report that also shows EPC rating figures, click here for more information | ||
Current vendor/landlord with no IDThis report returns current sales/lettings properties to identify vendors/landlords without ID checks uploaded | ||
Accounts specific
Can I change a landlord’s client account?Providing there have been no transactions on the landlord ledger, a landlord’s client account can be changed - click here for more information |
How can I make sure that any bank details added to AgencyCloud are correct/valid?A configuration option is available that requires new bank details (or changes to existing details) to be approved before they can be used - click here for more information |
How do I run a report on landlord or tenant debt?The Chase Arrears screen provides a report on landlord or tenant debt - click here for more information |
How can I set it up so joint landlords are paid to individual bank accounts?Individual bank accounts for landlord payments are set-up via the tenancy record - click here for more information |
How do I run a report on supplier debts?You need to use the Query Transaction function - click here for more information |
A landlord statement has failed to send in the Landlord Statement Run - how do I locate the issue and fix it?When a landlord statement fails to send in the landlord statement run, this can be due to a number of reasons - click here for information on the various errors which can be seen and how to fix them |
How do I find a receipt/payment made?If you are unable to locate a receipt or payment made on AgencyCloud, the Bank Statement Analysis report can be used to trace it - click here for more information |
We use a separate deposit account - how do I raise a tenant deposit?For information on how to raise a tenant deposit when using a separate deposit account - click here |